Avalon Net Worth Advisors Reviews
Portland, OR · Founded 2006
- Type
- Boutique
- HQ
- Portland, OR
- Founded
- 2006
- Deal size
- $15M-$150M
- Focus
- Generalist, Mid-Market
- Website
- avalonnw.com
- Tim BurgettManaging Director
Avalon Net Worth Advisors is a boutique headquartered in Portland, OR and founded in 2006. The firm focuses on Generalist, Mid-Market and typically advises on transactions in the $15M-$150M range. Key dealmakers include Tim Burgett (Managing Director). Read founder-verified reviews of Avalon Net Worth Advisors below, from founders who hired the firm as their sell-side advisor whether the deal closed or not.
What to know about Avalon Net Worth Advisors
Avalon Net Worth Advisors has built its franchise in Generalist, Mid-Market, where founders running a sale process often turn to firms with deep sector pattern recognition. The senior bench, anchored by Tim Burgett, sets the tone for how engagements run from the first call through whatever outcome the process produces. Founders evaluating Avalon Net Worth Advisors typically compare it against other boutique houses with similar sector emphasis.
Deal sweet spot at Avalon Net Worth Advisors sits in the $15M-$150M band. That target range shapes everything: which buyers get the call, how the process is paced, and how the firm allocates senior banker attention. Founders working with Avalon Net Worth Advisors should expect a process tuned to that band; founders far below or above it sometimes find a better fit elsewhere.
Geography matters more than founders expect. Avalon Net Worth Advisors operates out of Portland, OR, and its strongest buyer-side relationships tend to cluster around that orbit. For sellers running a global process, that can be either an advantage (concentrated relationships) or a constraint (thinner reach in other regions). Founders should ask directly: which buyers have you placed with in the last 24 months, and where are they.
Reviews
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Frequently asked questions
- Who can review Avalon Net Worth Advisors?
- Any founder who hired Avalon Net Worth Advisors as their sell-side advisor and ran an M&A process with them, regardless of whether the deal ultimately closed. How a banker behaves when a deal does not close is just as important as when it does, and both outcomes are welcome.
- Has Avalon Net Worth Advisors been reviewed by founders?
- Avalon Net Worth Advisors appears in the BankerNotes directory. Reviews from verified founders who hired the firm unlock publicly once five founders have submitted ratings. Until that threshold is reached, reviews are pending and not displayed.
- Where is Avalon Net Worth Advisors headquartered?
- Avalon Net Worth Advisors is headquartered in Portland, OR. The firm was founded in 2006.
- What kinds of deals does Avalon Net Worth Advisors work on?
- Avalon Net Worth Advisors focuses on Generalist, Mid-Market. Typical transaction size falls in the $15M-$150M range.
- Who are the key dealmakers at Avalon Net Worth Advisors?
- Senior dealmakers include Tim Burgett (Managing Director). Founders running a process should expect to interact most with the named partner or managing director assigned to the deal.
- How does BankerNotes verify reviews of Avalon Net Worth Advisors?
- Every review on BankerNotes is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.
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Last updated: October 18, 2025